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Feb 4, 2013
02/13
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google or yahoo? let's talk numbers. on the technical side it's carter worth. he's with oppenheimer. on the fundamental side it's john stevenson with first insight investment management. carter, what do you think? you don't like either do you? >> i'll say which analyst to listen to, don't listen to either of them. >> ouch. >> the thing is here, look. these are big tech names that are doing well. big tech in general are doing poorly. microsoft, intel, apple. it's too much of a good thing. google bounced from 650 back to an all-time high at 770. that's 20% in two months. i think you fade that. and really with yahoo, it's the same thing. this thing's shot the moon. it's 16.21. do you buy or sell stocks. i think history shows you're better to trim something like that. >> the charts don't tell the whole story here. >> there's always the fundamentals. >> yeah. john go ahead. you like both these companies, don't you? >> i think they're both good. you have to go with the analyst on the upgrade. these are extremely come mettive valuations. it's got one of the best franc
google or yahoo? let's talk numbers. on the technical side it's carter worth. he's with oppenheimer. on the fundamental side it's john stevenson with first insight investment management. carter, what do you think? you don't like either do you? >> i'll say which analyst to listen to, don't listen to either of them. >> ouch. >> the thing is here, look. these are big tech names that are doing well. big tech in general are doing poorly. microsoft, intel, apple. it's too much of a...
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Feb 6, 2013
02/13
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and no coincidence, google, that is where google is strong in when it comes to google maps. >> yeah, but i think in terms of the mobile aspect, yelp is made for mobile. this is exactly where these guys belong. to me, the question is really how they're going to continue to monetize some of these international markets and the new markets they're somewheente. this will give them growth that people think they can't find here. >>> next hour on "mad money," cramer has an interview with hain's ceo. plus, jim spicing it up with one way to play the grocery aisle. it's all coming up top of the hour. fist move when we come back. stay tuned. rst move when we com. stay tuned.
and no coincidence, google, that is where google is strong in when it comes to google maps. >> yeah, but i think in terms of the mobile aspect, yelp is made for mobile. this is exactly where these guys belong. to me, the question is really how they're going to continue to monetize some of these international markets and the new markets they're somewheente. this will give them growth that people think they can't find here. >>> next hour on "mad money," cramer has an...
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Feb 4, 2013
02/13
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google has been the name that's actually outperformed recently. kudos to grasso. >> the flip side is he's making the case for google, so, that's your good if we said good, bad or ugly for grasso. so, grasso, what would you do with google here? could you add to shares? >>> added to shares on friday. and, today was a down day for the market, so, you seal those big high fliers get a lot taken out of them. i would still look to add, but remember, 725 is probably your support, near-term support. don't get crazy adding up here. >> how about the ugly? what about the ugly? >> there's no ugly. >> free pass. oh. >> hey now! oh! >> that's right. >> is that a says catch? >> when i take care of the knsn, that's what you have to wear. >> hot stuff. >> only place you can find yellow snow. >> you tweet it, we trade it. let's get to some of today's best tweets. this is for karen. james asks, does jcp nooe or any other retailers besides macy look interesting? >> i do not like jcpenney. we are short jcpenney, we have been for some time. we recently became short in t
google has been the name that's actually outperformed recently. kudos to grasso. >> the flip side is he's making the case for google, so, that's your good if we said good, bad or ugly for grasso. so, grasso, what would you do with google here? could you add to shares? >>> added to shares on friday. and, today was a down day for the market, so, you seal those big high fliers get a lot taken out of them. i would still look to add, but remember, 725 is probably your support,...
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Feb 4, 2013
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including google, blackberry and wal-mart. when we come back, analyzing the analysts. were the right kals made? and we're not talking about that holding noncall. [ female announcer ] today, jason is here to volunteer to help those in need. when a twinge of back pain surprises him. morning starts in high spirits, but there's a growing pain in his lower back. as lines grow longer, his pain continues to linger. but after a long day of helping others, he gets some helpful advice. just two aleve have the strength to keep back pain away all day. today, jason chose aleve. just two pills for all day pain relief. try aleve d for strong, all day long sinus and headache relief. i'm a conservative investor. but that doesn't mean i don't want to make money. i love making money. i try to be smart with my investments. i also try to keep my costs down. what's your plan? ishares. low cost and tax efficient. find out why nine out of ten large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectiv
including google, blackberry and wal-mart. when we come back, analyzing the analysts. were the right kals made? and we're not talking about that holding noncall. [ female announcer ] today, jason is here to volunteer to help those in need. when a twinge of back pain surprises him. morning starts in high spirits, but there's a growing pain in his lower back. as lines grow longer, his pain continues to linger. but after a long day of helping others, he gets some helpful advice. just two aleve...
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Feb 4, 2013
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or is google in no-man's land? >> no, i think it very much fits the profile of a growth or technology oriented investor still. 17 times forward pe is not uncompelling for them. they're used to more highly valued stocks. when you look at the performance of google over the last six months, it was that incremental value investor who was often looking at the stock for the first time, that had come in and powered the move, 40% move since the summer. for the long term oriented growth investor, we think google remains a core holding. >> dan, what are you saying to investors about what the ftc did on friday? clearly the government is increasing its scrutiny of mobile devices. the federal trade commission now saying the mobile industry should include do not track features in software, and apps, and take other steps to safeguard personal privacy. what is your view on that? who does that impact, if any? >> well, i think, you know, always when you look at a group of large cap internet and technology stocks, privacy issues are
or is google in no-man's land? >> no, i think it very much fits the profile of a growth or technology oriented investor still. 17 times forward pe is not uncompelling for them. they're used to more highly valued stocks. when you look at the performance of google over the last six months, it was that incremental value investor who was often looking at the stock for the first time, that had come in and powered the move, 40% move since the summer. for the long term oriented growth investor,...
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Feb 8, 2013
02/13
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the google piece, you can get a high quality growth company 15 times. that's extraordinary. that is the most reduced level i've seen for a great growth stock in a very long time. >> have a great weekend. >> thank you, partner. thank you very much. you're terrific. thank you so much. >> jim cramer tonight at 6:00 and 11:00. we'll keep an eye on the winter storm and the potential impact, include a live interview with the coo of jetblue. do not go away. our first full team gathering! i wanted to call on a few people. ashley, ashley marshall... here. since we're often all on the move, ashley suggested we use fedex office to hold packages for us. great job. [ applause ] thank you. and on a protocol note, i'd like to talk to tim hill about his tendency to use all caps in emails. [ shouting ] oh i'm sorry guys. ah sometimes the caps lock gets stuck on my keyboard. hey do you wanna get a drink later? [ male announcer ] hold packages at any fedex office location. because what you don'tu know can hurt you.rance. hey do you wanna get a drink later? what if you didn't know that weeping
the google piece, you can get a high quality growth company 15 times. that's extraordinary. that is the most reduced level i've seen for a great growth stock in a very long time. >> have a great weekend. >> thank you, partner. thank you very much. you're terrific. thank you so much. >> jim cramer tonight at 6:00 and 11:00. we'll keep an eye on the winter storm and the potential impact, include a live interview with the coo of jetblue. do not go away. our first full team...